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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

280 hedge funds and large institutions have $1.42B invested in Vanguard ESG US Stock ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
280
Holders Change
+30
Holders Change %
+12%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
44
Increased
136
Reduced
51
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$22.1M
2
RWM
2
Refined Wealth Management
Utah
$20.7M
3
Betterment LLC
3
Betterment LLC
New York
$19.9M
4
VCM
4
Verde Capital Management
Michigan
$13.7M
5
Bank of America
5
Bank of America
North Carolina
$59.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$30.6M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
HT
3
HAP Trading
New York
$0
4
CA
4
Crewe Advisors
Utah
$8.14M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
226
Patron Partners
Texas
$210K 2,627 +2,627 New
RC
227
RegentAtlantic Capital
New Jersey
$204K 2,547 +2,547 New
TAM
228
Townsend Asset Management
North Carolina
$204K 2,550 +2,550 New
RPGK
229
Retirement Planning Group (Kansas)
Kansas
$202K 2,521 +2,521 New
MWM
230
MBE Wealth Management
Wisconsin
$200K 2,503 -10,934 -81%
PAI
231
Pittenger & Anderson Inc
Nebraska
$199K 2,487 +50 +2%
Fidelity Investments
232
Fidelity Investments
Massachusetts
$195K 2,433 +1,796 +282%
EI
233
Ellevest Inc
New York
$167K 2,084 +349 +20%
FI
234
FormulaFolio Investments
Michigan
$154K 1,921 +5 +0.3%
APW
235
Acima Private Wealth
Virginia
$142K 1,780 – –
KTC
236
Kistler-Tiffany Companies
Pennsylvania
$139K 1,741 +819 +89%
CWA
237
Carolina Wealth Advisors
South Carolina
$111K 1,389 – –
GWM
238
Geneos Wealth Management
Colorado
$89K 1,107 -1,328 -55%
SBL
239
Sargent Bickham Lagudis
Colorado
$89K 1,118 +1,118 New
BFC
240
Bedel Financial Consulting
Indiana
$73K 908 – –
ME
241
McIlrath & Eck
Washington
$70K 871 – –
AIA
242
Arcadia Investment Advisors
Idaho
$68.7K 859 +10 +1%
TWA
243
TCI Wealth Advisors
Arizona
$67K 841 – –
NSIM
244
North Star Investment Management
Illinois
$62K 773 +2 +0.3%
BWA
245
BDO Wealth Advisors
Florida
$52K 650 – –
TWM
246
Tradition Wealth Management
Minnesota
$48K 599 +599 New
ASN
247
Advisory Services Network
Georgia
$48K 602 +602 New
NOI
248
Newton One Investments
Delaware
$47K 585 – –
WFA
249
Wells Financial Advisors
Massachusetts
$45K 568 +150 +36%
RBC
250
Roble Belko & Company
Pennsylvania
$44K 546 +280 +105%
8 9
10
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